Financial Advisor Series 7 - Succession Plan Candidate
8 days ago
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RemoteFull-timeMid
Summary
San Blas Securities is seeking a Financial Advisor Series 7 - Succession Plan Candidate to join their team in Washington, DC. The role involves working with existing clients and taking over a successful practice from a senior advisor.
About the Role
As a Financial Advisor, you will leverage an existing network of institutional clients and work closely with a senior advisor who has over 30 years of experience. Your responsibilities will include providing exceptional service and innovative financial solutions to clients, while also having the opportunity to grow your own practice within a supportive environment.
About You
Required:
- 5+ years of proven success in financial advising.
- Series 7 and 63 licenses are required.
- Self-starter with a strong work ethic and ability to work independently.
- Portable existing client relationships.
Benefits
- Competitive commission-based compensation package.
- Onboarding incentives.
- Opportunity to work remotely.
San Blas Securities
San Blas Securities is a full-service Broker/Dealer. Our platform includes Capital Markets and an Advisor Network. We are comprised of a core team of individuals with a proven track record in both fields.
Washington, DC